Updating a staff profile involves revising and refreshing professional information, including editing personal details. This is crucial for accurate records, and effective communication.
IMPORTANT:
Upvio has 4 Roles;
Owner - can manage the overall business settings
Admin - can manage the business excluding payment settings
Staff - can view and manage their own profile and appointments
Developer - can view the developer portal
To edit staff profile, please refer to these steps:
For Admin, Manager, Owner View:
- Log in to your Upvio account.
- Go to Resources.
- Click the staff you wish to edit the profile.
- Click Edit Profile and do the change/s from there.
- Don't forget to hit Save.
For Staff View:
- Log in to your Upvio account.
- Click Settings.
- Go to My Profile and do the changes from there.
- Don't forget to hit Save.